If you’re like most people, you aren’t eager to spend time thinking about what would happen if you became unable to direct your own medical care because of illness, an accident, or advanced age. However, if you don’t do at least a little bit of planning — writing down your wishes about the kinds of […]
11 Important Documents You Should Keep in Your Safe
It's important to keep the documents you need to establish your identity, property ownership, and financial assets safe … which doesn't mean in your filing cabinet or stacked in a pile on your desk. While you may have digital copies of IDs and tax forms stored on your computer, you should also have ... READ the POST
A Survivor’s Financial Checklist
No one likes to think about death, and yet we all have to face it sooner or later. My clients often request a checklist when someone they know has passed away. It can provide some structure during a time that can seem overwhelming. This financial checklist is in no way meant to be legal ... READ the POST
Day 14
Personal PropertyWelcome to Day 14! Today you will compile Info on your Personal Property.If you have the Yup I’m Dead…Now What? Book, you can find it in Chapter 15.In this Chapter, you will document a your Real Estate owned, Rentals, Vehicles, Heirlooms and Personal Items, Firearms, ... READ the POST
Why Millennials Need a Will
Millennials are beginning their adult life, and many Millennials are far more concerned about starting careers, buying homes, paying off college, and starting families than they are about getting their affairs in order. Many believe that it’s too soon to start thinking about estate planning ... READ the POST
Day 8
Financial InformationWelcome to Day 8! Today you will compile your Financial Information. If you have the Yup I’m Dead…Now What? Book, you can find it in Chapter 10.In this Chapter, you will not not only list your Bank and Credit Card Accounts, but will record who your Financial Power ... READ the POST
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